S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.84B
AUM Growth
-$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,368
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$13M
3
+$9.99M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$7.08M
5
AFL icon
Aflac
AFL
+$2.82M

Top Sells

1
+$75.7M
2
+$49.7M
3
+$16.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.1M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 3.91%
3 Financials 3.88%
4 Healthcare 3.57%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$66.1K ﹤0.01%
1,147
-389
1252
$66.1K ﹤0.01%
269
+63
1253
$66K ﹤0.01%
633
+174
1254
$65.8K ﹤0.01%
1,364
+126
1255
$65.6K ﹤0.01%
4,471
+75
1256
$65.5K ﹤0.01%
886
+99
1257
$65.4K ﹤0.01%
1,559
-298
1258
$65.4K ﹤0.01%
1,225
1259
$65.3K ﹤0.01%
3,745
+49
1260
$65.2K ﹤0.01%
6,907
-7,007
1261
$65.2K ﹤0.01%
948
+715
1262
$64.9K ﹤0.01%
5,329
+1,665
1263
$64.9K ﹤0.01%
1,107
-232
1264
$64.6K ﹤0.01%
1,231
+57
1265
$64.5K ﹤0.01%
425
1266
$64.5K ﹤0.01%
2,682
+2,625
1267
$64.5K ﹤0.01%
2,018
-21
1268
$64.3K ﹤0.01%
905
1269
$64.2K ﹤0.01%
1,075
1270
$64.1K ﹤0.01%
44,487
1271
$63.9K ﹤0.01%
875
+44
1272
$63.4K ﹤0.01%
4,056
+1,093
1273
$63.3K ﹤0.01%
5,402
+147
1274
$63.2K ﹤0.01%
215
-23
1275
$63.2K ﹤0.01%
5,081
-266
49 50
51
52 53